Buckingham Strategic Wealth

10/16/2026

Social Security headlines can sound alarming, but should they change how you plan for retirement? In this episode of The Great Retirement Debate, hosts Jeffrey Levine and Ed Slott break down what the trust fund headlines really mean, discuss what changes may be ahead, and explain how Social Security fits into a broader retirement strategy. Listen in on October 22 for the full episode!

10/16/2026

Retirement planning doesn't stop when you retire. Learn how withdrawal sequencing, Roth accounts, guaranteed income sources, and spending flexibility may help you navigate market downturns and protect your retirement lifestyle.

Join Jeffrey Levine for our October 28 webinar, "Understanding and Managing Sequence of Returns Risk in Retirement."

https://www.focuspartners.com/events/understanding-and-managing-sequence-of-returns-risk-in-retirement

10/14/2026

Saving for a child’s education involves more than just setting money aside. In a recent InvestmentNews interview, Chief Planning Officer Jeffrey Levine shares insights on Trump Accounts, education savings strategies, and key tax planning considerations as 2027 approaches.

Watch the conversation:

Jeffrey Levine, chief planning officer at Focus Partners Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of Trump Accounts when saving for a child’s education, as well as tax planning strategies heading into 2027.

10/14/2026

As the IRS takes a closer look at certain tax-aware investment strategies, investors may want to revisit both their rationale and their risk tolerance. In a new CNBC article, Chief Planning Officer Jeffrey Levine explains what the increased scrutiny could mean for Section 351 conversions and why it’s important to work with a CPA before making any changes.

'Tax aware' ETFs and an elaborate ETF conversion maneuver aimed at sharply cutting tax liability are in the agency's crosshairs.

10/13/2026

Most professional athletes earn the majority of their lifetime income in a relatively short period of time. One of the first questions we ask athlete clients is: "What does it cost to be you?"

The answer often shapes everything from spending and saving to investing and long-term financial security.

Our latest article explores why budgeting is the foundation of financial planning for professional athletes.

https://www.focuspartners.com/resources/financial-planning/financial-planning-for-professional-athletes-budgeting-for-long-term-success

10/13/2026

Giving back in Chicago! Recently, around 30 Focus Chicago team members volunteered with Care for Friends, a nonprofit that provides food, wellness programs, essential resources, and connections to community resources for vulnerable and underserved people across Chicago.

The team prepared and served lunch to 40 to 50 guests and assembled nearly 50 hygiene kits for guests. We’re proud to support an organization helping meet the essential needs of our neighbors.

10/12/2026

A financial windfall can change what is possible, but it can also raise new questions about retirement, taxes, investments, family support, and your legacy.

Before making any major decisions, explore eight steps that can help you understand your new financial picture and align your wealth with your long-term goals.

https://www.focuspartners.com/resources/financial-planning/what-to-do-after-financial-windfall

10/09/2026

What difference can an hour make? For someone facing an important financial challenge, potentially quite a lot.

This Pro Bono Week, and in recognition of World Financial Planning Day, we’re highlighting Chris Nicholson, CFP®, Senior Wealth Advisor at Focus, and other Focus advisors who volunteer with Advisers Give Back.

As Chris explains, the program helps address one of the barriers to providing pro bono advice: “Advisers Give Back has done a great job in leveraging technology to overcome some of the historical challenges of connecting advisors with the people who need the help.”

Want to make a difference too? CFP® professionals can volunteer their time and expertise, and anyone can make a direct donation to Advisers Give Back to support its work.

Learn more: https://advisersgiveback.org/give-focus/

10/09/2026

Two retirees can experience the same average investment returns and end up with very different outcomes. Why? Sequence of returns risk.

Join us on October 28 as Jeffrey Levine discusses how market volatility, withdrawal decisions, and tax planning can influence retirement income over time.

https://www.focuspartners.com/events/understanding-and-managing-sequence-of-returns-risk-in-retirement

10/08/2026

Market headlines can change quickly. Your investment strategy doesn’t have to.

In our next Quarterly Perspectives webinar, Chief Investment Officer Joel Hirsh, CFA, and our senior investment strategists will discuss the economic and market developments we're watching, from inflation and the Fed to AI, midterm elections, and U.S. market concentration, and share perspectives for investors to keep in mind. Register to join the conversation.

https://www.focuspartners.com/events/quarterly-perspectives-midterms-inflation-and-ai